Coral Gables Trust Strengthens Professional Ties at Annual ATO Dinner
Coral Gables Trust's Annual ATO Dinner at The Breakers Palm Beach highlights the importance of professional collaboration in the trust and wealth management sector.
Coral Gables Trust, a leading name in Florida's trust and wealth management industry, recently hosted its Annual ATO Dinner at The Breakers Palm Beach, marking another year of fostering professional relationships and collaboration. The event, held in partnership with the University of Miami’s Office of Estate & Gift Planning, brought together legal and financial professionals for an evening of networking, fine dining, and entertainment.
The dinner, part of the Attorney/Trust Officer Liaison Conference (ATO Conference), featured live entertainment, a sommelier-selected wine pairing, and a three-course dinner, alongside a raffle of premium wine bottles. Donald A. Kress, CEO of Coral Gables Trust, emphasized the event's role in building meaningful connections and celebrating the collaborative spirit of the ATO Conference. John Harris, Managing Director & Chief Wealth Advisor, highlighted the dinner's significance beyond socializing, noting its impact on strengthening professional ties that benefit clients and the community.
Sponsors for the event included Freeman’s | Hindman Auctions & Appraisals, mpi, and Quantum Realty Advisors, showcasing the broad support for the ATO Conference's mission. Coral Gables Trust's involvement as a host and sponsor underscores its commitment to the legal and fiduciary community and its clients. For more information on Coral Gables Trust, visit https://cgtrust.com.
The ATO Conference is renowned for its educational programming and opportunities for attorneys and fiduciaries to build lasting relationships. Coral Gables Trust's annual dinner is a testament to the firm's dedication to excellence and community in the trust and wealth management industry.